In your Xero account, go to Accounting → Accounting Settings → Tracking Categories, then add a new tracking category.
- Set the Tracking Name to Sales Person, and add each of your sales staff members as the Category Options.
- Next, in TidyStock, go to Global Settings → Xero → Tracking, then click Update Tracking Categories.
- Once you see your new Sales Person category, enable Require Selection on all Sales and Purchase Orders, then click Save.
- Now, when you create a new Sales Order, you should see a Sales Person field where you can select the relevant member of your sales staff
